Tax Strategies Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you… Joe Ferreira, Sam Marshall and Jack Rabuck
Tax Strategies NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net… Joshua Norman, Principal
Tax Strategies How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures. Natalia Tchetchoulina, Partner
Tax Strategies 10 Smart Ways to Use Your Bonus February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…
Tax Strategies Tax Issues Facing U.S. Citizens Abroad January 30, 2025 - Living overseas seems glamorous and often leads to personal and professional enrichment, but then there are the taxes. The U.S. tax system is more complicated… Andrew Fisher, Partner
Tax Strategies Why Wyoming? Tax and Trust Advantages for Non-Residents January 24, 2025 - Wyoming’s progressive trust and LLC laws offer non-residents significant tax, privacy, and asset protection advantages. Learn how Wyoming’s estate and business planning laws can enhance… James R. Keller, Partner
Tax Strategies Why State Taxes Matter in Estate Planning November 11, 2024 - On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7… Paul Chmielewski, Partner
Tax Strategies The Sunset is Not Worth Waiting For April 5, 2024 - Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts… Paul Chmielewski, Partner
Tax Strategies Sell Your Business and Create a Family Legacy August 14, 2023 - The sale of a business often represents the largest financial event in the business owner’s life. Partner Paul Chmielewski discusses the important pre- and post-sale… Paul Chmielewski, Partner
Tax Strategies Living a Jet-Setter Retirement March 14, 2023 - Are you planning for a jet-set retirement? Or are you already spending part of the year abroad? If so, Cerity Partners can help you navigate… Andrew Fisher, Partner
Tax Strategies Mitigating State “Millionaire’s Tax”: Filing Separately in Your State May Provide Relief February 17, 2023 - With the passage of the Tax Cuts and Jobs Act of 2017 that eliminated the “marriage penalty” tax brackets, filing a joint federal tax return… Daniel Park and Cheryl Donaldson
Tax Strategies Domicile vs. Tax Residency: What Is Domicile and How Do You Change It? January 10, 2023 - What is a Domicile and What is a Residency? As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since… Steven J. Giacona, Partner & Practice Leader
Tax Strategies Receiving an Inheritance From Abroad: Special Considerations for U.S. Taxpayers January 10, 2023 - It is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for… Frederic Behrens, Partner
Tax Strategies A Pitfall of the “Backdoor” Roth IRA Conversion December 15, 2022 - Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to… Michael B. Fischer, Senior Principal
Tax Strategies The Importance of U.S.-Listed and U.K. Reporting Funds for U.S. Taxpayers in the United Kingdom December 14, 2022 - U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and U.K. tax laws on their investment portfolio. From a U.S.… Frederic Behrens, Partner
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
